Newsletter

Webinar on Demand: Blockchain – What Business Professionals Need to Know

What is Blockchain and how can it impact our everyday business community? Will it bring radical change? Are there security issues? You’ll learn how Blockchain is revolutionizing not only the financial and technology industries, but many industries that we encounter daily.

A Conversation with FIU College of Business Alum Frank Gonzalez

Business alumnus Frank Gonzalez ’90 was planning to study law when an accounting class at FIU captured his attention. The rest is history. Today, Frank leads MBAF’s audit department across all offices as well as the firm’s financial institutions and SEC practices. Read about his experience and what FIU has to offer!

58% of Miami CEOs Expect to Increase Full-time Staff This Year

The Greater Miami Chamber of Commerce and MBAF are delighted to share this year’s Greater Miami Executive Survey results with you. What else did this year’s survey tell us? 266 Miami leaders shared their outlook on Miami’s business climate. Download the survey to see what they are saying and why 82% expect good things to come!

VIDEO: Finding Success at MBAF

MBAF Chairman & CEO, Tony Argiz along with firm leadership share what success means at MBAF and how you can grow and succeed in your career. At MBAF, we are committed to providing our employees an environment where they can grow and succeed.

Implement a Bucket Plan to Help Reduce Market Impact on Retirement Funds

A steep pullback in stocks could be good news for working people who are building retirement funds, but those approaching or recently beginning retirement might be hurt. This article provides different retirement scenarios and explains how implementing a bucket plan might be the best way to address possible market volatility.

Use the Proper Tools to Fix a Broken Trust

An irrevocable trust has long been a key component of many estate plans. But what if it no longer serves your purposes? Is it too late to change it? Depending on applicable state law, you may have options to fix a “broken” trust. This article explains several reasons a trust can break and how to fix them.

Provide for Your Spouse, then Your Kids, with a QTIP Trust

If you want to preserve as much wealth as possible for your children, but you leave property to your spouse outright, there’s no guarantee your objective will be met. This may be a concern if your spouse has poor money management skills or if you two don’t see eye to eye on how assets should be distributed to your children. In both of these situations, a properly designed qualified terminable interest property (QTIP) trust may be the answer.

If Charitable Giving is Part of Your Plan, Consider a Donor-Advised Fund

Do you make sizable gifts to charitable causes? If you’re fortunate enough to afford it, you can realize personal rewards from your generosity and may be able to claim a deduction on your tax return. But once you turn over the money or assets, you generally have no further say on how they’re used. You can exercise greater control over your charitable endeavors using a donor-advised fund (DAF). This article explains how to set up a DAF and the pros and cons of doing so.

MBAF Certified Public Accountants LLP trading as MBAF Certified Public Accounts, LLP is a member of the global network of Baker Tilly International ltd., the members of which are separate and independent legal entities.

Latest Advisories

The Tax Cuts and Jobs Act, (The Act), has brought with it many changes that impact all taxpayers. One of the provisions of The Act that may impact many Americans is the new legislation that repealed the alimony deduction after 12/31/2018. Most people ...

Patient investors generally have prospered over the long term. Nevertheless, there are many reasons for selling stocks. Knowing the basics can help improve your tax position. Selling shares held in a taxable account will trigger taxable capital gains ...

It is now the middle of February, 2019 and we have already been exposed to a great many tax returns that are subject to the new IRS Partnership audit rules, which became effective on January 1, 2018. Unfortunately, we have seen very few Partnerships ...